Purchases and Sales Made in Q2 2025 in Ishares Tr Fltg Rate Nt ETF (FLOT)
This table provides information about the institutional ownership of Ishares Tr Fltg Rate Nt ETF (FLOT) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR FLTG RATE NT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-575- 4.91% |
$28.8K - $29.3K
|
11.1K
$568K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-600- 11.19% |
$30.1K - $30.6K
|
4.76K
$243K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-706- 4.52% |
$35.4K - $36K
|
14.9K
$760K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-724- 38.51% |
$36.3K - $36.9K
|
1.16K
$58.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-774- 3.82% |
$38.8K - $39.5K
|
19.5K
$992K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-793- 15.55% |
$39.7K - $40.5K
|
4.31K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-802- 2.08% |
$40.2K - $40.9K
|
37.8K
$1.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-835- 42.82% |
$41.8K - $42.6K
|
1.12K
$56.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-835- 0.5% |
$41.8K - $42.6K
|
167K
$8.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-853- 2.88% |
$42.7K - $43.5K
|
28.8K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-876- 15.39% |
$43.9K - $44.7K
|
4.82K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-906- 4.89% |
$45.4K - $46.2K
|
17.6K
$899K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-927- 4.39% |
$46.4K - $47.3K
|
20.2K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-932- 3.05% |
$46.7K - $47.6K
|
29.6K
$1.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-933- 2.11% |
$46.7K - $47.6K
|
43.2K
$2.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-945- 9.49% |
$47.3K - $48.2K
|
9.01K
$459K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-984- 3.36% |
$49.3K - $50.2K
|
28.3K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1K- 2.14% |
$50.2K - $51.1K
|
45.7K
$2.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 2.49% |
$51.2K - $52.1K
|
40.1K
$2.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.07K- 10.29% |
$53.6K - $54.6K
|
9.33K
$475K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.08K- 4.72% |
$53.9K - $54.8K
|
21.7K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 19.21% |
$58K - $59K
|
4.87K
$248K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-1.16K- 0.78% |
$58.2K - $59.2K
|
147K
$7.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.18K- 19.59% |
$59.1K - $60.2K
|
4.84K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.26K- 2.93% |
$63.1K - $64.3K
|
41.8K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.31K- 11.6% |
$65.4K - $66.6K
|
9.95K
$507K
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.33K- 1.62% |
$66.7K - $67.9K
|
80.7K
$4.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-1.36K- 19.86% |
$67.9K - $69.1K
|
5.47K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.42K- 1.06% |
$71K - $72.3K
|
132K
$6.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.44K- 6.22% |
$72.1K - $73.5K
|
21.7K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.46K- 14.38% |
$73.3K - $74.6K
|
8.71K
$444K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.47K- 4.77% |
$73.5K - $74.8K
|
29.3K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.49K- 5.72% |
$74.6K - $76K
|
24.5K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 10.55% |
$74.9K - $76.3K
|
12.7K
$646K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.51K- 13.45% |
$75.8K - $77.2K
|
9.73K
$496K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.52K- 21.15% |
$76.3K - $77.7K
|
5.67K
$289K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.55K- 3.94% |
$77.9K - $79.3K
|
37.9K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.56K- 4.13% |
$78.2K - $79.6K
|
36.3K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.6K- 14.37% |
$80.2K - $81.6K
|
9.54K
$486K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.6K- 2.57% |
$80.2K - $81.6K
|
60.6K
$3.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.62K- 1.03% |
$81.2K - $82.7K
|
155K
$7.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.63K- 5.73% |
$81.5K - $83K
|
26.7K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.64K- 2.87% |
$82.3K - $83.8K
|
55.6K
$2.83M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-1.67K- 6.03% |
$83.5K - $85.1K
|
26K
$1.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.69K- 3.01% |
$84.8K - $86.3K
|
54.6K
$2.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.72K- 9.88% |
$86.1K - $87.7K
|
15.7K
$798K
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-1.78K- 30.74% |
$88.9K - $90.6K
|
4K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.78K- 6.47% |
$89.3K - $91K
|
25.8K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.84K- 16.18% |
$92.2K - $93.9K
|
9.54K
$486K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.87K- 22.62% |
$93.4K - $95.2K
|
6.38K
$325K
|